|
2726
|
Private Advisory Group
Redmond,
Washington
|
$506M
|
+$1.2M
|
+0.2%
|
2.47%
|
177%
|
226
|
24.34%
|
|
|
2727
|
Personal CFO Solutions
Chester,
New Jersey
|
$506M
|
+$13.2M
|
+3%
|
1.56%
|
91.4%
|
506
|
17.79%
|
|
|
2728
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$506M
|
+$39.8M
|
+9%
|
3.11%
|
68%
|
133
|
36.84%
|
|
|
2729
|
Bremer Bank National Association
St Paul,
Minnesota
|
$506M
|
-$19M
|
-4%
|
2.86%
|
37.4%
|
201
|
6.97%
|
|
|
2730
|
|
$505M
|
-$12.8M
|
-2%
|
1.71%
|
60.2%
|
87
|
14.94%
|
|
|
2731
|
World Investment Advisors
Santa Barbara,
California
|
$505M
|
-$12.2M
|
-2%
|
3.28%
|
65.4%
|
286
|
15.73%
|
|
|
2732
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$505M
|
-$78.7M
|
-13%
|
4.32%
|
93%
|
130
|
13.08%
|
|
|
2733
|
Principal Street Partners
Memphis,
Tennessee
|
$505M
|
+$84M
|
+20%
|
5.47%
|
91%
|
236
|
16.95%
|
|
|
2734
|
Synergy Asset Management
Vancouver,
Washington
|
$504M
|
+$100M
|
+25%
|
2.77%
|
97.3%
|
158
|
62.03%
|
|
|
2735
|
Bricktown Capital
Detroit,
Michigan
|
$504M
|
-$286M
|
-36%
|
3.88%
|
40.8%
|
24
|
8.33%
|
|
|
2736
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$504M
|
+$812K
|
+0.2%
|
3.44%
|
46.3%
|
97
|
6.19%
|
|
|
2737
|
Marietta Wealth Management
Marietta,
Georgia
|
$503M
|
-$27.3M
|
-5%
|
2.59%
|
83.8%
|
110
|
11.82%
|
|
|
2738
|
Raub Brock Capital Management
Larkspur,
California
|
$503M
|
-$29.6M
|
-6%
|
0.99%
|
56.3%
|
67
|
8.96%
|
|
|
2739
|
Shannon River Fund Management
New York
|
$503M
|
+$102M
|
+25%
|
6.88%
|
554%
|
23
|
65.22%
|
|
|
2740
|
Radnor Capital Management
Wayne,
Pennsylvania
|
$503M
|
+$269M
|
+115%
|
2.72%
|
86.6%
|
306
|
60.46%
|
|
|
2741
|
GCM Grosvenor Holdings
Chicago,
Illinois
|
$502M
|
+$271M
|
+117%
|
4.17%
|
78.7%
|
22
|
45.45%
|
|
|
2742
|
TrinityPoint Wealth
Milford,
Connecticut
|
$502M
|
-$10.3M
|
-2%
|
2.7%
|
28.4%
|
301
|
11.96%
|
|
|
2743
|
Alpine Investment Management
Hong Kong
|
$500M
|
+$73.3M
|
+17%
|
4.76%
|
33.7%
|
18
|
77.78%
|
|
|
2744
|
Archford Capital Strategies
Swansea,
Illinois
|
$500M
|
-$27.5M
|
-5%
|
3.36%
|
76.2%
|
283
|
6.71%
|
|
|
2745
|
Legacy Financial Advisors
Covington,
Kentucky
|
$500M
|
-$35.8M
|
-7%
|
3.34%
|
86.3%
|
282
|
13.12%
|
|
|
2746
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$499M
|
-$9.66M
|
-2%
|
3.35%
|
67.5%
|
187
|
4.81%
|
|
|
2747
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$498M
|
-$19.2M
|
-4%
|
2.83%
|
80.7%
|
116
|
1.72%
|
|
|
2748
|
South Street Advisors
New York
|
$498M
|
-$6.8M
|
-1%
|
0.93%
|
169%
|
76
|
11.84%
|
|
|
2749
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$498M
|
-$18.9M
|
-4%
|
2.96%
|
153%
|
220
|
24.09%
|
|
|
2750
|
Zevin Asset Management
Boston,
Massachusetts
|
$497M
|
-$975K
|
-0.2%
|
1.7%
|
71.7%
|
93
|
21.51%
|
|